DDD Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

DDD Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.73M	Sell	2,644 -298	-10%	-$203K	0.12%	72
2025 Q4	$2.01M	Buy	2,942 +377	+15%	+$256K	0.13%	67
2025 Q3	$1.72M	Hold	2,565	–	–	0.11%	64
2025 Q2	$1.59M	Sell	2,565 -16	-0.6%	-$9.19K	0.17%	58
2025 Q1	$1.45M	Buy	2,581 +15	+0.6%	+$8.86K	0.18%	50
2024 Q4	$1.51M	Hold	2,566	–	–	0.19%	51
2024 Q3	$1.48M	Buy	2,566 +1	+0%	+$556	0.16%	53
2024 Q2	$1.4M	Hold	2,565	–	–	0.16%	56
2024 Q1	$1.35M	Hold	2,565	–	–	0.16%	52
2023 Q4	$1.22M	Sell	2,565 -250	-9%	-$112K	0.16%	51
2023 Q3	$1.23M	Sell	2,815 -338	-11%	-$151K	0.18%	51
2023 Q2	$1.41M	Hold	3,153	–	–	0.19%	49
2023 Q1	$1.3M	Hold	3,153	–	–	0.2%	45
2022 Q4	$1.21M	Hold	3,153	–	–	0.19%	43
2022 Q3	$1.13M	Hold	3,153	–	–	0.21%	44
2022 Q2	$1.2M	Hold	3,153	–	–	0.21%	42
2022 Q1	$1.43M	Sell	3,153 -351	-10%	-$157K	0.2%	41
2021 Q4	$1.67M	Buy	3,504 +2,815	+409%	+$1.3M	0.23%	47
2021 Q3	$297K	Hold	689	–	–	0.04%	59
2021 Q2	$296K	Hold	689	–	–	0.05%	58
2021 Q1	$274K	Hold	689	–	–	0.05%	59
2020 Q4	$259K	Sell	689 -20	-3%	-$7.12K	0.05%	51
2020 Q3	$238K	Buy	709 +20	+3%	+$6.66K	0.06%	45
2020 Q2	$213K	Buy	+689	New	+$202K	0.06%	40

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

DDD Partners's IVV Position: Q1 2026 in Review

DDD Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q1 2026, selling an estimated $203K and leaving 2,644 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #72.

DDD Partners first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

DDD Partners held 2,644 shares of iShares Core S&P 500 ETF worth $1.73M as of Q1 2026.
DDD Partners sold 298 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $203K.
iShares Core S&P 500 ETF made up 0.12% of DDD Partners's portfolio in Q1 2026, its #72 holding.
DDD Partners first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
DDD Partners's iShares Core S&P 500 ETF position peaked at $2.01M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.